INDEPENDENT ORDER OF FORESTERS

PrivateCIK: 1538037
2
Positions
$101.87M
Total AUM (reported)
447.38K
Total Shares

Allocation by class

TOTAL AUM$101.87M2 positions
EXCHANGE TRADED FUND$101.87M100.0%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$101.87M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 447.38K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

447.38K

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other2
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings2
Rows:

VANGUARD TOTAL STOCK MKT ETF

OTR
Exchange Traded Fund
Shares213.87K
TypeSH
Market value$68.61M
67.35%
Sole
0.00
Shared
213.87K
None
0.00

ISHARES CORE S&P TOTAL U.S. ETF

OTR
Exchange Traded Fund
Shares233.51K
TypeSH
Market value$33.26M
32.65%
Sole
0.00
Shared
233.51K
None
0.00